Jill Klose is a registered investment advisor at Mariner Wealth, based in Fargo, ND, with 24 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
1630 1st Ave N, Suite B, Fargo, ND, 58102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jill is the owner and photographer for Rockin' K Photography, providing photography services since 2010. This activity is not investment-related.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sequoia Financial Group, L.L.C.
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Dain Rauscher INC.Broker
State Registrations1 state
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